The Securities Arbitration Law Firm of Klayman & Toskes Continues to Investigate WFG Investments & Securities America Relatin...
22 Juli 2014 - 8:13PM
Business Wire
The Securities Arbitration Law Firm of Klayman & Toskes,
P.A. (www.nasd-law.com) announced today that it is continuing to
investigate WFG Investments (“WFG”) and Securities America relating
to the supervision of Matthew A. Bell (“Bell”) and the sale of
CodeSmart Holdings (OTC: ITEN), Cubed, Inc. (OTC: CRPT), StarStream
(OTC: SSET) and The Staffing Group, Ltd. (OTC: TSGL). Last week,
the U.S. Securities and Exchange Commission (“SEC”) charged
individuals, including Bell, alleging that they pocketed millions
of dollars running an elaborate pump-and-dump scheme. Another
broker, Craig L. Josephberg (“Josephberg”), who was registered with
Halcyon Cabot Partners, Ltd. and is currently registered with
Meyers Associates, is a co-defendant with Bell.
According to the SEC, “The CEO and president of a purported
merchant banking firm – Abraxas `A.J.' Discala and Marc E. Wexler –
teamed up with brokers Matthew A. Bell and Craig L. Josephberg as
well as Ira Shapiro, CEO of the medical education company
CodeSmart, to inflate the price of the company’s stock and profit
at the expense of the brokers’ customers. They acquired 3 million
restricted shares of CodeSmart stock following its reverse merger
into a public shell company in May 2013, and improperly flooded the
market with the shares as though they were unrestricted. They then
engaged in a promotional campaign to hype the stock with Shapiro
issuing materially misleading CodeSmart press releases that were
sometimes edited by Discala. Meanwhile Bell and Josephberg invested
their brokerage clients in CodeSmart, often using their retirement
funds to purchase the purportedly unrestricted shares. Once Discala
and Wexler reduced their trading and Bell and Josephberg dumped
their own shares on the market, CodeSmart’s stock price crashed to
earth from a peak of nearly $7 per share. It is currently trading
below 10 cents.”
“This was a brazen manipulation scheme calculated to enrich
Discala and his accomplices using, in many cases, the retirement
savings of innocent and unwitting retail investors,” said Andrew
Ceresney, director of the SEC Enforcement Division. “We act
aggressively against unscrupulous brokers and investment advisers
who take advantage of individual investors,” Ceresney added.
During the time period at issue, Bell was registered with FINRA
broker-dealers WFG and Securities America. Under FINRA Rules, WFG
and Securities America were obligated to properly supervise the
activities of Bell during the time he was registered with the
brokerage firms. Accordingly, WFG and/or Securities America may be
liable for failing to supervise Bell’s activities while registered
at the respective brokerage firms. Moreover, Halcyon Cabot
Partners, Ltd. and/or Meyers Associates may also be liable for
failing to supervise the conduct of Josephberg during the time
period at issue.
If you have information relating to this investigation, please
contact Steven D. Toskes, Esquire or Jahan K. Manasseh, Esquire of
Klayman & Toskes, P.A., at 888-997-9956, or visit us on the web
at www.nasd-law.com.
Klayman & Toskes, P.A.Steven D. Toskes, Esquire or Jahan K.
Manasseh, Esquire, 888-997-9956
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